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Stshen
Stshen
·
18:18
$蔚来(NIO)$
资本市场真的狠，中概股们都骨折了，发生了什么事[捂脸]
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Stshen
Stshen
·
10-03
$老虎证券(TIGR)$
隔开好远
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778
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Stshen
Stshen
·
10-01
$蔚来(NIO)$
9月交付3.74万，Q3完成指引。现在最关键就看一件事：销量没明显增长的情况下，Q3能不能靠降本实现GAAP盈利。 感觉资本已经对新能源汽车行业失去了耐心，希望nio赶紧把GAAP盈利做出来。
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Stshen
Stshen
·
09-09
$蔚来(NIO)$
尽管基本面已经好了很多，依然在4美元以下徘徊[捂脸] 感觉蔚来罪不至此… 虽然支出控制稀烂 没招了，坐等Q3财报，和年底5566发布了 [黑眼圈] 话说，xhs那么多koc在宣传连续盈利，也没说明non-gaap，感觉已经舆情了都…
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Stshen
Stshen
·
09-02
$蔚来(NIO)$
NIO Q2 有点可惜，毛利率已经做到 18.5%，离盈利其实很近，但新车集中上市把销售费用拉高了。Q3 如果销量稳住、费用回落，GAAP 盈利还是有希望。 ES8和ES9能不能挺到下一个新车周期？ 三品牌、直营门店、NIO House、用户运营和更复杂的服务体系，销售费用比小理还是高不少，能不能降下来？ 能不能不要铺天盖地的拿non gaap炫耀[捂脸] 搞个gaap盈利不比新车宣发靠谱多了 [捂脸]
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Stshen
Stshen
·
09-01
$蔚来(NIO)$
发生了什么事情 [呆住] 这波动幅度也太大了。 财报前的方向猜错了，希望财报后的方向能向上吧。再加就要十万股了 [无语]
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Stshen
Stshen
·
08-12
$蔚来(NIO)$
全系通用的120度三元锂电池，怎么理解[疑问] 400V和900V平台；蔚来乐道萤火虫；应该是900V蔚来乐道？ 几年前吐槽电池规格多，我自己都快忘了 [666] 这波要是能把电池规格和续航一波搞定就无敌了。
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Stshen
Stshen
·
07-30
$蔚来(NIO)$
坐等交付数据 [抱拳]
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Stshen
Stshen
·
07-30
$蔚来(NIO)$
坐等交付 [抱拳]
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Stshen
Stshen
·
07-27
$蔚来(NIO)$
前阵子投了长鑫科技吧，股神啊
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href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$ </a> 9月交付3.74万，Q3完成指引。现在最关键就看一件事：销量没明显增长的情况下，Q3能不能靠降本实现GAAP盈利。 感觉资本已经对新能源汽车行业失去了耐心，希望nio赶紧把GAAP盈利做出来。","listText":"<a href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$ </a> 9月交付3.74万，Q3完成指引。现在最关键就看一件事：销量没明显增长的情况下，Q3能不能靠降本实现GAAP盈利。 感觉资本已经对新能源汽车行业失去了耐心，希望nio赶紧把GAAP盈利做出来。","text":"$蔚来(NIO)$ 9月交付3.74万，Q3完成指引。现在最关键就看一件事：销量没明显增长的情况下，Q3能不能靠降本实现GAAP盈利。 感觉资本已经对新能源汽车行业失去了耐心，希望nio赶紧把GAAP盈利做出来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/613789992591784","isVote":1,"tweetType":1,"viewCount":3448,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"forcec","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3518983480179242","idStr":"3518983480179242"},"content":"是否盈利对蔚来还有价值吗？一个充分竞争没有门槛的行业，先要证明自己配得上3块的股价","text":"是否盈利对蔚来还有价值吗？一个充分竞争没有门槛的行业，先要证明自己配得上3块的股价","html":"是否盈利对蔚来还有价值吗？一个充分竞争没有门槛的行业，先要证明自己配得上3块的股价"},{"author":{"id":"3548162989830302","authorId":"3548162989830302","name":"溺 水 三 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话说，xhs那么多koc在宣传连续盈利，也没说明non-gaap，感觉已经舆情了都…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/605751120979208","isVote":1,"tweetType":1,"viewCount":3540,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107589845975380","authorId":"4107589845975380","name":"大江飞鱼","avatar":"https://static.tigerbbs.com/2afec0816bf017ec56ad32b890efc1d3","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4107589845975380","idStr":"4107589845975380"},"content":"和蔚来从不回购股份有一定关系，现在理想亏那么多，可是人家一直不间断回购，市值还稳在130亿美金","text":"和蔚来从不回购股份有一定关系，现在理想亏那么多，可是人家一直不间断回购，市值还稳在130亿美金","html":"和蔚来从不回购股份有一定关系，现在理想亏那么多，可是人家一直不间断回购，市值还稳在130亿美金"},{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"content":"为啥要买垃圾的品种～ 是美光 海力士 lite不好吗？ 靠补贴走出来的产业 最后都是光伏","text":"为啥要买垃圾的品种～ 是美光 海力士 lite不好吗？ 靠补贴走出来的产业 最后都是光伏","html":"为啥要买垃圾的品种～ 是美光 海力士 lite不好吗？ 靠补贴走出来的产业 最后都是光伏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603213582123464,"gmtCreate":1788305918578,"gmtModify":1788305926887,"author":{"id":"3566517210080489","authorId":"3566517210080489","name":"Stshen","avatar":"https://static.tigerbbs.com/9f40e98eb4c82233163a9fe8a4ad5f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566517210080489","idStr":"3566517210080489"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$ </a> NIO Q2 有点可惜，毛利率已经做到 18.5%，离盈利其实很近，但新车集中上市把销售费用拉高了。Q3 如果销量稳住、费用回落，GAAP 盈利还是有希望。 ES8和ES9能不能挺到下一个新车周期？ 三品牌、直营门店、NIO House、用户运营和更复杂的服务体系，销售费用比小理还是高不少，能不能降下来？ 能不能不要铺天盖地的拿non gaap炫耀[捂脸] 搞个gaap盈利不比新车宣发靠谱多了 [捂脸] ","listText":"<a href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$ </a> NIO Q2 有点可惜，毛利率已经做到 18.5%，离盈利其实很近，但新车集中上市把销售费用拉高了。Q3 如果销量稳住、费用回落，GAAP 盈利还是有希望。 ES8和ES9能不能挺到下一个新车周期？ 三品牌、直营门店、NIO 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href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$ </a> 发生了什么事情 [呆住] 这波动幅度也太大了。 财报前的方向猜错了，希望财报后的方向能向上吧。再加就要十万股了 [无语] ","listText":"<a href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$ </a> 发生了什么事情 [呆住] 这波动幅度也太大了。 财报前的方向猜错了，希望财报后的方向能向上吧。再加就要十万股了 [无语] ","text":"$蔚来(NIO)$ 发生了什么事情 [呆住] 这波动幅度也太大了。 财报前的方向猜错了，希望财报后的方向能向上吧。再加就要十万股了 [无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/603025927090296","isVote":1,"tweetType":1,"viewCount":4154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595829799137920,"gmtCreate":1786492939154,"gmtModify":1786492946404,"author":{"id":"3566517210080489","authorId":"3566517210080489","name":"Stshen","avatar":"https://static.tigerbbs.com/9f40e98eb4c82233163a9fe8a4ad5f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566517210080489","idStr":"3566517210080489"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$ </a> 全系通用的120度三元锂电池，怎么理解[疑问] 400V和900V平台；蔚来乐道萤火虫；应该是900V蔚来乐道？ 几年前吐槽电池规格多，我自己都快忘了 [666] 这波要是能把电池规格和续航一波搞定就无敌了。","listText":"<a href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$ </a> 全系通用的120度三元锂电池，怎么理解[疑问] 400V和900V平台；蔚来乐道萤火虫；应该是900V蔚来乐道？ 几年前吐槽电池规格多，我自己都快忘了 [666] 这波要是能把电池规格和续航一波搞定就无敌了。","text":"$蔚来(NIO)$ 全系通用的120度三元锂电池，怎么理解[疑问] 400V和900V平台；蔚来乐道萤火虫；应该是900V蔚来乐道？ 几年前吐槽电池规格多，我自己都快忘了 [666] 这波要是能把电池规格和续航一波搞定就无敌了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595829799137920","isVote":1,"tweetType":1,"viewCount":3604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591259607430472,"gmtCreate":1785379043033,"gmtModify":1785379047394,"author":{"id":"3566517210080489","authorId":"3566517210080489","name":"Stshen","avatar":"https://static.tigerbbs.com/9f40e98eb4c82233163a9fe8a4ad5f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566517210080489","idStr":"3566517210080489"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 坐等交付数据 [抱拳] ","listText":"<a href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> 坐等交付数据 [抱拳] ","text":"$蔚来(NIO)$ 坐等交付数据 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href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$ </a> 前阵子投了长鑫科技吧，股神啊","text":"$蔚来(NIO)$ 前阵子投了长鑫科技吧，股神啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/590316151935936","isVote":1,"tweetType":1,"viewCount":2046,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"content":"电动车本来也需要用到内存，属于产业链投资","text":"电动车本来也需要用到内存，属于产业链投资","html":"电动车本来也需要用到内存，属于产业链投资"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}